will be nothing but Trumpaganda.

until Powell spoke.

It went red right when Powell said he wasn't lowering rates. Trump announced the India tariff this morning.

The India announcement was this morning, you are right on that.

I thought the other three came about 2pm Eastern, but though I haven't found reports earlier than that, it is possible. I wonder when they actually were announced.

I'm now more sure it was 2 pm, because copper fell off a cliff of up to 18% at 2pm.

that wasn't absolutely 'baked in' (for months now?) - with virtually every observer on the planet.
It doesn't fly ...

Eventually -- even folks who don't want to -- catch on to the republican CULTURE OF LIES.

No one believes the 3% figure precisely because the repubes are saying it's true. If that's what they say, the real number must be in the shitcan.

It will all be created to make Trump look like he knows what he’s doing when he clearly does not.

Reflex cynicism is a form of confirmation bias.

left doubt that they would cut rates in September. That makes sense to me, because I can't really imagining any responsible investors believing rates would be cut today. It was a good press conference, and that Powell didn't tip his hand about September (how could he, since the decision is dependent on data we don't have yet) didn't surprise me and it really shouldn't have surprised the market. Anyhow, that is how Bloomberg is explaining it.

The GDP numbers didn't seem to register. Mostly, I think, because the gaming of the tariffs and imports 1st and 2nd qrts had masked the underlining economy and neither is indicative of 3rd or 4th qrt. Mostly the economy is meh. Not as horrific as the April fools tariff fears, but not the post Covid inflation economy most people predicted.

Then Powell confirmed, a lot of the FED also wants to see the numbers into the 3rd qrt before moving rates.

Before they both took a dive after Powell spoke about interest rates, although they recovered somewhat in the last hour or so of trading.

The NASDAQ was basically up all day until the Powell announcement, and then it too recovered, finishing higher.

In short, the OP's assumptions don't seem to be supported by the market's actual behavior.